From spreadsheet chaos to a real investor update cadence — and a 60-day Series A close.

Beacon ships software for industrial decarbonization. After a year of inconsistent investor comms, they switched to monthly Dataroom updates. When they raised again 11 months later, the round closed in 60-days from term sheet.

0%Update opens

0xMore investor replies

0 daysRound close

0 minTo write an update

The challenge

What broke first.

Investor updates lived in a Google Doc that nobody read.
KPIs were re-keyed manually from Stripe and Mercury every month.
No way to tell who was paying attention vs. who'd gone quiet.

The approach

How it actually went.

Wired KPI dashboards

Stripe and Mercury connected; ARR, burn, runway auto-charted every month at month-end.

Adopted a monthly cadence

Highlights, lowlights, asks. Ten minutes of writing, one click to send to 32 investors.

Watched engagement

Read receipts and warmth scoring revealed who was still engaged. Cold investors got a targeted re-engagement call.

Raised in 60-days

When term sheets landed, every existing investor had read 9 of 10 updates. No diligence asks they hadn't already seen.

“We went from 'investors hear from us when we need money' to 'investors hear from us every month' — and our last round closed in two weeks.”

SSasha MarinCEO, Beacon

Auto-pulled KPIs cut the monthly update from a half-day to ten minutes
Per-investor warmth scoring surfaced who needed a personal call
Reading history gave investors context before any new round started
Side letters and SAFE signatures ran inside the same workspace

Stack

Products used

Investor updates Contacts & CRM Analytics Data rooms

Want results like Beacon's?

60-day trial, every feature, no card.

Start free trial

Loading…

From spreadsheet chaos to a real investor update cadence — and a 60-day Series A close.

What broke first.

How it actually went.

Products used

More stories

Want results like Beacon's?

From spreadsheet chaos to a real investor update cadence — and a 60-day Series A close.

What broke first.

How it actually went.

Products used

More stories

Want results like Beacon's?